Zhan Capital allocates to the physical layer: sovereign AI infrastructure, energy systems, and digital monetary networks.
Each vertical anchors to physical-world value creation that software abstraction cannot replace.
The next era of AI runs on domestically controlled compute and energy. We research the physical stack below the model layer, from rare earth supply chains to datacenter siting.
Nuclear renaissance, grid hardening, and stranded power arbitrage. Energy density is the binding constraint on sovereign compute and long-duration monetary networks.
Bitcoin as base-layer monetary infrastructure. Hashprice modeling as a macro lens on energy markets, compute economics, and sovereign monetary premium.
Zhan Capital is open to qualified investors and research collaborators aligned with the post-software cycle.
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